+17,219.5%
LRCX vs TPR
+7,380.8%
+9,838.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | -2.3% | +4.2% | +2.9% |
| 30D | +0.1% | -23.0% | +23.0% | +9.9% |
| 3M | -8.5% | -12.5% | +4.0% | -5.2% |
| 6M | +38.1% | -21.4% | +59.5% | +49.9% |
| YTD | +80.1% | -3.5% | +83.6% | +79.1% |
| 1Y | +208.1% | +17.4% | +190.7% | +181.7% |
| 3Y | +350.2% | +291.3% | +59.0% | +141.0% |
| 5Y | +430.7% | +241.9% | +188.8% | +193.0% |
| 10Y | +3,633.2% | +322.7% | +3,310.6% | +1,493.5% |
| All | +17,219.5% | +7,380.8% | +9,838.7% | +2,123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling